James Cornehlsen is a CFA® charterholder with 20 years of experience in the financial industry. He has worked at Capstone Investment Financial Group, LLC since 2014 and has been with Dunn Warren Investment Advisors, LLC since 2001. Outside of advisory work, he operates AUM in a Box, a company providing marketing, coaching, sales consulting, and back-office solutions to financial advisors, and owns Fitter Financials, which offers bookkeeping services to business owners. Capstone Investment Financial Group primarily serves individual investors, investment companies, pension and profit-sharing plans, trusts, estates, charities, corporations, and other advisory firms. The firm provides personalized investment management, financial planning, and retirement-plan advisory services, emphasizing risk management through proprietary strategies and discretionary portfolio management.

Candace Shira is a Certified Financial Planner® with 28 years of industry experience. She is the principal at Candace Shira Associates, LLC in Pittsford, NY, and has previously worked at Camp Otteride, LLC and Cross Staff Investments, Inc. She has held insurance sales licenses as an additional business activity. Candace Shira Associates, LLC provides financial planning and investment management services to individuals, trusts, businesses, and estates, serving both high-net-worth and non-high-net-worth clients. The firm customizes investment programs based on client objectives and risk tolerances, using traditional research and publicly traded securities, and incorporates third-party money managers into portfolios where appropriate.

If you’re looking for a traditional advisor who wants to talk at you in a conference room for two hours and then sell you a product, we are probably not your firm. Iconoclastic Capital is a fee-only fiduciary financial planning and investment management firm with offices in Rochester and Brooklyn, NY. We work with high earners, business owners, tech professionals, startup founders, Gen X families, artists, creatives, and crypto investors who have outgrown generic advice. Most people come to us when their financial life has become too complex for YouTube, Reddit, or the advisor who “has a guy.” Equity compensation, business cash flow, tax planning, retirement projections, real estate decisions, insurance, estate planning, and crypto all have a way of colliding at the same time. Cute system. Our job is to turn that mess into a clear plan and then help execute it. We are true fee-only fiduciaries. That means our compensation comes directly from clients, not commissions, kickbacks, insurance sales, or product payouts. We are legally obligated to put your interests first, explain how we are paid, and give advice that is actually about you. Strange concept, apparently. What we help with: Comprehensive financial planning Investment management and portfolio strategy Cash flow and tax planning Business owner planning Retirement and income planning Equity compensation, RSUs, ISOs, and AMT planning Insurance and risk management reviews Real estate and major purchase decisions Crypto and digital asset planning Crypto is one area where we are especially different. Most advisors either panic when they hear “wallet” or pretend digital assets are magic internet money. We integrate crypto into real financial plans, including portfolio strategy, tax loss harvesting, cost basis tracking, estate access, custody, and risk management. If you need a crypto financial advisor who understands taxes, wallets, and risk, that is not a side quest for us. I’m Christopher Haigh, CFP®, RICP®, CEO and co-founder of Iconoclastic Capital. I started this firm because financial advice should be normal: clear, honest, useful, and built around the person sitting across from us. No product pitch dressed up as planning. No pretending complexity makes advice better. No ego trip. If you want a planning team that is direct, technically sharp, slightly allergic to industry nonsense, and serious about making you feel less alone with your money, we should probably talk.

Sean Hantes is a financial advisor at The Pitti Group Wealth Management, LLC with nine years of industry experience. He holds a Series 66 designation and has previous work history at Vanderbilt Financial Group, Cadaret, Grant & Co., Inc., and Edward Jones. He is also a licensed insurance agent involved in insurance sales and implementation of insurance recommendations. The Pitti Group Wealth Management, LLC provides discretionary investment management, financial planning, retirement-plan advisory, and estate-planning referrals to individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $374 million in client assets using a customized, primarily long-term investment approach and sponsors a wrap-fee program that bundles transaction costs into a single asset-based advisory fee.

Pia Bugaleri is an advisor at Grover Wealth Partners, LLC with Series 63 and Series 65 licenses. She has one year of industry experience and previously worked at LPL Financial LLC and was involved with Inky Mama, LLC for eight years. Grover Wealth Partners provides wealth management, discretionary investment management, financial planning, and separate investment consulting to individuals, high-net-worth clients, trusts, and estates. The firm uses model portfolios focused on low-cost, diversified mutual funds and ETFs, with a generally long-term investment approach and discretionary account management.

Robert Perkins is a financial advisor at Leigh Baldwin & Co., LLC with 9 years of industry experience. He holds the Series 66 designation and has worked at Leigh Baldwin & Co. since 2018, following roles at FSP Advisors Inc. and Axa Advisors, LLC. Prior to his advisory career, he spent seven years at Perkins Fruit Farms. Outside of his advisory work, Perkins is involved in fixed insurance products, including life and health insurance. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and foundations. The firm combines fundamental and technical analysis in its investment approach, offers a range of advisory programs and third-party solutions, and operates as both an SEC-registered RIA and a FINRA broker-dealer.

Matthew Newman is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has worked at High Probability Advisors, LLC since 2020 and previously held roles at Cadaret, Grant & Co., Inc. and Western NY Asset Management. High Probability Advisors serves individual and high-net-worth clients, as well as trusts, estates, corporations, and retirement plans, offering portfolio management and financial planning services. The firm employs quantitative, fundamental, and technical analysis to develop individualized portfolio allocations and manages approximately $1.046 billion in assets across 344 client relationships.

Charles Wade is a Series 66-licensed financial advisor with Brighton Securities Corp. in Rochester, NY, where he has worked since 2012. He has 13 years of industry experience. Brighton Securities Corp. provides investment advisory and brokerage services to individuals, trusts, estates, pension plans, charities, and small businesses. The firm offers portfolio management, fee-based financial planning, insurance products, and tax preparation, managing a diverse range of client assets and employing both discretionary and non-discretionary management strategies.

Jerry Hefley is a financial advisor at Bright Futures Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Advisors LLC, CETERA INVESTMENT Advisers LLC, and Silver Oak Securities, Inc. Hefley serves as a trustee for The United Church of Marion, where he oversees financial accounts and physical operations of the church. Bright Futures Wealth Management provides portfolio management, financial planning, and pension consulting services to a diverse client base, including individuals, trusts, and retirement plans. The firm employs a variety of investment analysis methods and offers both discretionary and non-discretionary services.

Jacklyn Raymonda is a financial advisor at LVW Advisors, LLC with 18 years of industry experience. She holds a Series 66 designation and has previously worked at firms including UBS Financial Services, Lincoln Financial Advisors, Morgan Stanley, and Merrill. LVW Advisors provides customized wealth management, financial planning, investment management, research, and consulting services for high-net-worth individuals, families, trusts, estates, private foundations, business entities, and institutional clients. The firm uses a detailed investment process incorporating asset allocation, diversification, and stress testing, and employs both passive and active strategies as well as non-traditional investments through its affiliation with Focus Financial Partners.

John Post is a financial advisor with Post Resch Tallon Group in Pittsford, NY, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at LPL Financial LLC since 2025 and has been with Post Resch Tallon Group since 2004. Post Resch Tallon Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and small businesses. The firm uses a top-down approach and modern portfolio theory to create diversified portfolios, incorporating fundamental analysis, third-party research, and a range of investment vehicles including derivatives in separately managed accounts.

Lee Woodring is a financial advisor at Indivisible Partners with 30 years of industry experience. He has previously worked at Merrill and Bank of America, N.A. Lee holds Series 63 and Series 65 licenses. Outside of his advisory work, he is a co-owner of several family rental properties and also works as an insurance agent. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with portfolio management, financial planning, and third-party manager selection. The firm uses a strategic asset allocation framework overseen by an investment committee and offers active, passive, or blended investment approaches tailored to client risk profiles.

Daniel Dipaola is a CFP®-certified financial advisor with 23 years of industry experience. He is currently part of Blue Horizon Equity, Inc., a multi-advisor team based in Pittsford, NY. His prior experience includes roles at American Portfolios Advisors, Inc. and OSAIC. Outside of advising, he is a minority owner in a family-run farm business that operates seasonally. Blue Horizon Equity, Inc. manages approximately $746 million and provides portfolio management, financial planning, and retirement plan advisory services to individuals and institutions. The firm offers a range of investment programs including wrap-fee Unified Managed Accounts and access to third-party money managers, delivering both discretionary and non-discretionary management across multiple offices.

Lori Van Dusen is a financial advisor at LVW Advisors, LLC with five years of industry experience. She holds the Series 63 and Series 65 designations and has been with LVW Advisors since 2011. LVW Advisors provides customized wealth management, financial planning, investment management, research, and consulting for high-net-worth individuals, families, trusts, estates, private foundations, business entities, and institutional clients. The firm emphasizes individualized investment policy development, asset allocation, diversification, and multi-scenario stress testing, using a combination of passive and active managers along with non-traditional strategies.

Keith Condemi is a CFA® charterholder with 33 years of experience in the financial services industry. He is currently affiliated with Silver Oak Securities, Incorporated and has held roles at Cetera and various entities he manages, including Bright Futures Wealth Management LLC, where he serves as CEO. Outside of advisory work, he is involved in managing family partnerships and commercial property ownership. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a network of over 100 financial professionals. The firm offers individualized portfolio management, unified managed account programs, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis.

Gregory Halstead is a financial advisor at Bright Futures Wealth Management, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Silver Oak Securities, Cetera Investment Advisers, and Prudential. Outside of his advisory work, he serves as treasurer for a homeowners association. Bright Futures Wealth Management provides portfolio management, financial planning, and pension consulting services to a diverse client base that includes individuals, trusts, and retirement plans. The firm employs a variety of investment analysis methods and offers both discretionary and non-discretionary services.

Ben Rozin is a financial advisor at Leach, Bickmore & Weiss Wealth Management, LLC with a Series 65 designation and over 15 years of industry experience. He previously worked at Morgan Stanley from 2017 to 2024 and Manning Napier Advisors from 2005 to 2016. Rozin is also involved in a real estate business since 2024. Leach, Bickmore & Weiss Wealth Management serves individuals, high-net-worth clients, trusts, and business entities, managing approximately $115 million across about 291 clients. The firm employs a value-oriented investment approach based on fundamental analysis and intrinsic-value assessments and offers services including asset management, financial planning, consulting, and educational seminars.

Benjamin Chappell is a financial advisor at Horizon Financial with a Series 65 designation and four years of industry experience. He has worked at Horizon Advisory Services, Inc. since 2021 and was previously employed at Haley & Aldrich, Inc. for ten years. Horizon Financial is an SEC-registered advisory firm serving individuals and families, including high-net-worth clients, through discretionary portfolio management, trust and retirement account services, and integrated financial planning. The firm manages approximately $510 million in assets across a nine-advisor team and employs a model-driven investment approach overseen by an internal investment team and Investment Policy Committee.

Douglas Hendee is a Certified Financial Planner (CFP®) with 26 years of industry experience, currently serving at Brighton Securities Corp. since 2010. He is also a fitness instructor at Midtown Athletic Club in Rochester, NY. Brighton Securities Corp. provides investment advisory and brokerage services to individuals, trusts, estates, pension plans, charities, and small businesses, offering a range of portfolio management and financial planning solutions. The firm combines discretionary and non-discretionary management across proprietary and third-party programs, employing diverse investment strategies.

Devyn Little is a CFP® professional with nine years of industry experience, currently serving at Kickstand Wealth Advisors since 2021. Prior to joining Kickstand, Devyn worked at Bank of America and Merrill Lynch from 2017 to 2021. Kickstand Wealth Advisors provides personalized financial planning and investment management for individuals, including high-net-worth clients, as well as entities such as family offices and qualified retirement plans. The firm uses a client-focused process and fundamental analysis to build diversified portfolios that can include mutual funds, ETFs, individual securities, and alternative investments.